AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$740M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,725
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$2.07M
3
+$1.94M
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$1.79M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.22M

Top Sells

1
+$4.46M
2
+$1.45M
3
+$1.2M
4
AMZN icon
Amazon
AMZN
+$1.01M
5
WMB icon
Williams Companies
WMB
+$1.01M

Sector Composition

1 Healthcare 6.2%
2 Industrials 5.46%
3 Technology 5.36%
4 Financials 4.25%
5 Consumer Staples 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
$2K ﹤0.01%
+209
1402
$2K ﹤0.01%
+42
1403
$2K ﹤0.01%
+37
1404
$2K ﹤0.01%
+52
1405
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+15
1406
$2K ﹤0.01%
+14
1407
$2K ﹤0.01%
21
-37
1408
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55
1409
$2K ﹤0.01%
72
+67
1410
$2K ﹤0.01%
140
+1
1411
$2K ﹤0.01%
159
1412
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75
1413
$2K ﹤0.01%
+12
1414
$2K ﹤0.01%
300
1415
$2K ﹤0.01%
249
-286
1416
$2K ﹤0.01%
91
1417
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+21
1418
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33
-15
1419
$2K ﹤0.01%
85
+37
1420
$2K ﹤0.01%
+50
1421
$2K ﹤0.01%
36
1422
$1K ﹤0.01%
40
1423
$1K ﹤0.01%
196
1424
$1K ﹤0.01%
+35
1425
$1K ﹤0.01%
142
55 56
57
58 59